ARCHIBUS Preventive Maintenance
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ARCHIBUS Preventive Maintenance
- 1. B16: Preventive MaintenanceB16: Preventive Maintenance Andrew Sturtz Tuesday, 4 May, 2010
- 2. Overview Agenda: Preventive Maintenance • Overview • Defining Procedures • Assigning Procedures • Creating Maintenance Schedules • Generating Work Ordersg • Forecasting & Reporting
- 3. Overview Needs • Organizations want to: – Automate and perform scheduled maintenance on equipment or locations – Report on key equipment and labor metricsReport on key equipment and labor metrics – Integrate maintenance with other functions in a product suite – Perform corporate maintenance, not specialized maintenance Rapidly tailor a product to meet specific requirements– Rapidly tailor a product to meet specific requirements • ARCHIBUS customers want Windows functionality with: – Richer web-based, intuitive forms – Easy integration with Web Central’s On Demand Work activityEasy integration with Web Central s On Demand Work activity – More process control and a few added features
- 4. Overview Benefits • Proactively maintain critical pieces of equipment • Avoid unexpected repairs and costly downtimes • Avoid missed tasks and errors through automation • Gain efficiencies in balancing schedules and resources T k i t k l l b d i t• Track maintenance work; analyze labor and equipment metrics
- 5. Overview Results • Web-based Equipment Scheduling • Integration with On DemandIntegration with On Demand activity • Graphical Reports of Maintenance Costs
- 6. Overview R l P i M i User Function M i t M C t PM d d h d l Roles - Preventive Maintenance Maintenance Manager • Create PM procedures and schedules • Generate Work Orders/Requests • Balance schedules and workload • Track equipment maintenance• Track equipment maintenance Craftspeople / Service Providers View Work Requests and update actual results directly Maintenance Supervisors (in-house or outsourced) • Schedule craftspeople • Issue and Print Work Orders/Requests • Update actual results Operations Managers Utilize reports to reduce costs, buy equipment, hire personnel, forecast maintenance budgets Business Process Owners Set up background data
- 8. Defining Procedures Preventive Maintenance Procedures • Maintenance Types (Equip. or Location) • Equipment Standards • Maintenance Steps E h t t t k t– Each step generates a separate work request – Work requests are grouped into work orders upon generation • Trades – Craftspeople assigned later • Tool Types T l i d l t– Tools assigned later • Parts Note: Procedures do not define scheduling estimates
- 9. Defining Procedures Step 1: Set Up Procedure
- 10. Defining Procedures Step 2: Update and Add Procedure Defaults
- 11. Defining Procedures Step 3: Review Procedures By Primary Trade
- 13. Assigning Procedures Assign Procedures to Locations or Equipment Choose "Assign Procedures to Equipment or Location" 1 filtLocation 1 = filter 2 = equipment or location1 2 3 = available procedures 4 = assigned 4 5 3 2 g procedures 5 = schedule 3
- 15. Creating Schedules D fi S h d l f E i dDefine Schedules for Equipment and Locations Choose "Define PM Schedules"
- 17. Generating Work Orders Generate Work Orders Step 1: Choose "Generate PM Work Orders" Note: The filter generates work orders based on the criteria selectedcriteria selected
- 18. Generating Work Orders Generate Work Orders Step 2: Click "Next" and choose how to group work orders
- 19. Generating Work Orders Generate Work Orders Step 3: View Work Orders and Work RequestsStep 3: View Work Orders and Work Requests
- 20. Generating Work Orders Generate Work Orders Step 4: Print Work OrdersStep 4: Print Work Orders
- 21. Generating Work Orders Generate Work Orders Step 5: View Unissued Work Orders ** The Supervisor is responsible for issuing Work Orders
- 22. AUTOMATION
- 23. Manage Work Order Generation Rules • Specify a location, trade, and schedule group for which to develop a rule for automatically generating work • Develop a rule for a certain trade and location • All schedules for the same equipment standard can be grouped on the same work ordergrouped on the same work order
- 24. Define SLAs for Preventive Maintenance • Matches work requests to defined SLAs • Enforce Due Dates • Auto-Issue Work Requests • Assign work to work teams, craftspeople, and supervisorssupervisors.
- 25. REPORTING
- 26. Reporting Yearly Forecast By Trade, Equipment, or Procedure
- 29. QUESTIONS